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Last Modified 01/5/2009


COPD Evaluation Medical Note Template

The COPD evaluation MedicalTemplate is suitable for hospitalists, internal medicine physicians, family practice physicians, pulmonologists, and other health care providers that evaluate patients with known or suspected COPD in ambulatory or hospital settings.  This medical documentation template is a fillable Adobe PDF and is designed to improve the efficiency and quality of care in patient with COPD.

This MedicalTemplate contains detailed checklists for the severity of COPD symptoms, current and planned COPD therapy, and other features helpful for a comprehensive COPD treatment plan.

How to use MedicalTemplates


    Read this document on Scribd: Chronic Obstructive Pulmonary Disease Evaluation

    Chronic Obstructive Pulmonary Disease Evaluation Date Start time Stop time œIndicates 2007 Physician Quality Reporting Initiative (PQRI) Physician Quality Measures MRN Chief complaint/Reason for consult Medications Allergies ‰ Allergy List reviewed History of Present Illness ‰Medications reviewed ‰Medications reconciled Medications with Nursing Home or Hospital discharge Information œ46 ‰Recent ER visits ‰Recent Antibiotic use ‰Recent Oral steroid use ‰Recent Hospital admissions ‰Spirometry evaluation performed within previous 12 monthsœ51 COPD Symptoms FEV1/FVC FEV1 SEVERITY ‰Asymptomatic with usual activity ‰ >/=70% >80% At risk ‰Symptomatic with usual activity ‰<70% >79% Mild ‰Symptomatic with minimal activity ‰< 70% 50-79% Moderate ‰Symptomatic at rest ‰<70% 30-49% Severe ‰<70% <30% Very Severe Review of Systems See HPI WNL ‰Recent Weight loss or decreased appetite ‰Planned air travel in near future Chronic Bronchitis symptoms ‰Increased cough ‰Increased dyspnea ‰Increased sputum production Social History ‰Never Smoker ‰Tobacco ____ # Packs X ____ # Yrs ‰ Quit Patient has tried ‰Nicotine replacement ‰Buproprion or nortriptyline ‰Nicotine receptor blockade ‰Alcohol use Daily, occasional and ex-smokers are more likely to be hazardous drinkers ______ Drinks per ‰day Hazardous drinking ‰week NIAAA (National Institute on Alcoholism and Alcohol Abuse guidelines) Men > 14 drinks per week OR > 4 drinks per day Women > 7 drinks per week OR >3 drinks per day ‰Recreational drug use ‰ ‰ ‰ ‰ ‰ ‰ ‰ ‰ ‰ ‰ ‰ ‰ ‰ ‰ ‰ ‰ ‰ ‰ ‰ ‰ ‰ ‰ ‰ ‰ ‰ ‰ ‰ ‰ Constitutional Fatigue, malaise, fever/chills, weight loss, change in appetite Eyes Vision changes, New pain, Scotomas ENT/mouth Nose bleeds, dental caries, dental abscesses, jaw pain Resp Dyspnea, Cough, Phlegm, Hemoptysis, Wheeze, Witnessed Apnea CV Chest pain, diaphoresis, ankle edema, PND, syncope GI Emesis, dysphagia, GERD, abdominal pain, diarrhea, melena GU Change in urinary habits, hematuria, dysuria Musc Myalgias, recent trauma, bony fractures, arthralgias, joint swelling Skin/breasts Rashes, new masses or skin lesions, increased sensitivity to sun Neuro Seizures, episodic or chronic muscle weakness Endo Hair loss, polydipsia Heme/lymph Bleeding gums, unusual bruising, swollen lymph nodes Allergy/Immun Sinus probs, recurrent infections Psych Mood changes, agitation, psychosis, delirium, dementia ‰Inhalational ‰Injectable ‰Ingestible ‰Drug dependence ‰Narcotics ‰Benzodiazepines Family Medical History ‰ Asthma ‰ Congestive Heart Failure ‰ COPD ‰ Coronary Artery Disease ‰Premature Onset ‰ Malignancy ‰ Pancreatitis ‰ Peripheral Vascular Disease ‰ Renal Dysfunction ‰ Thyroid Disease Occupational History Past Medical and Surgical History ‰ Asthma ‰ Cerebral Artery Disease ‰ Bronchiectasis ‰ Congestive Heart Failure ‰ COPD ‰ Coronary Artery Disease ‰ COP (BOOP) ‰ Diabetes ‰ Cystic Fibrosis ‰ GERD ‰ Histiocytosis ‰ Hepatic Dysfunction ‰ Tuberculosis ‰ HIV/AIDS ‰ PAH ‰ Hypertension ‰ Sarcoidosis ‰ Inflam bowel disease ‰ Tuberculosis ‰ Malignancy ‰ Wegener’s ‰ Obstructive Sleep Apnea ‰ CPAP ‰ BiPAP ‰ Neuromuscular weakness ‰ Occupational exposures ‰ Pancreatitis ‰ Peripheral Artery Disease ‰ Scleroderma ‰ Seizure Disorder ‰ Sjogren ‰ Renal Dysfunction ‰ Rheumatoid arthritis ‰ Thrombotic Disease ‰ Thyroid Disease ‰ Chemotherapy Surgeries ‰ Colonoscopy ‰ ECHO/Stress Test ‰ Mammogram ‰ PFTs ‰ PapSmear ‰ Prior Intubations ‰ Radiation exposure ‰ Sleep Study ‰ Steroid use İMB and RR 2006, 2007 Revised 21June07 œIndicates 2007 Physician Quality Reporting Initiative (PQRI) Physician Quality Measures Chronic Obstructive Pulmonary Disease Evaluation Vitals Weight BMI Temperature BP Pulse Respiratory Rate Sats At Rest With Activity CVP Cardiac Output Urine Output Last 24 hours Last 8 hours œIndicates 2007 Physician Quality Reporting Initiative (PQRI) Physician Quality Measures Rate Tidal Vol PEEP PS FiO2 PO2/FiO2 Plateau Pressure Exam Ventilator Settings Mode NonInvasive Ventilator (CPAP, BiPAP) Settings ‰ Alert ‰ Nasal mucosa ‰ Dentition ‰ Oropharynx Mallampati ‰I ‰II ‰III ‰IV Neck ‰ Normal to palpation ‰ Thyroid ‰ No JVD Resp ‰ Clear to auscultation ‰ Dullness to percussion ‰No respiratory distress ‰No chest wall defects ‰ Decreased fremitus ‰ Bronchial breath sounds ‰ Absence of intercostal respiratory retractions ‰ Egophony (E to A change) CV ‰ Clear S1 S2 ‰ No murmur ‰ No gallop ‰No rub ‰ Peripheral pulses ‰ No peripheral edema GI ‰No palpable masses ‰ Liver and spleen not palpable ‰ No hepatojugular reflux Lymph ‰ No lymphadenopathy Musc ‰Tone ‰ Gait Extrem ‰ No clubbing ‰ No cyanosis Skin ‰ No rashes, ecchymoses, nodules, ulcers Neuro ‰ Oriented œ58(Pts with Community Acquired Bacterial Pneumonia) ‰Affect General ENT Glasgow Coma Score E____ V____ M____ APACHE II Score ____ Impression and Plan Planned COPD Therapy Continue Add ‰ ‰ ‰ ‰ ‰ ‰ ‰ ‰ ‰ ‰ PRN bronchodilator “rescue agent”œ52 ‰ Inhaled corticosteroids ‰Long-acting Eagonist œ52 ‰ Theophylline ‰ Long-acting anti‰ ‰ ‰ ‰ cholinergicœ52 Oral steroids Antibiotics for exacerbations Smoking cessation aids Long term oxygen therapy proper ‰Labs ‰Bronchoscopy ‰Pulmonary Function Testing ‰6 Minute Walk Test ‰Bone density evaluation ‰CXR ‰Chest CT ‰ECHO ‰Cardiopulmonary Stress Test ‰Sleep Study ‰Pulmonary Rehabilitation ‰Pneumococcal vaccine ‰Influenza vaccine ‰Continuous home oxygen therapy Flow rate ____________L/min ‰Oxygen concentrator ‰Oxygen tank with conservation valve ‰Nasal cannula with reservoir ‰Portable oxygen tank ‰Gas ‰Liquid ‰Supplemental oxygen therapy during air travel Flow rate ____________L/min Flow rate ____________L/min ‰Heater and humidifier ‰Mask Nasal Oronasal Face ‰ Home BiPAP Inspiratory flow _______/Expiratory flow _______ ‰Heater and humidifier ‰Mask Nasal Oronasal Face ‰Methacholine Challenge ‰Patient able to demonstrate use of inhalers ‰Patient advised to quit smoking ‰Patient is unwilling to quit ‰Patient willing to consider quitting ‰Patient quit, but resumed smoking ‰Patient willing to quit within 1 month The Patient’s Target Quit Date Is ‰Home CPAP ‰Patient advised of risks of alcohol, narcotic and benzodiazepine use ‰Medication Side Effects discussed Follow Up ‰ Patient has completed advanced health care directivesœ47 HCPOA is Code Status ‰ Patient is a FULL CODE ‰ DO NOT ATTEMPT RESUSCITATION œIndicates 2007 Physician Quality Reporting Initiative (PQRI) Physician Quality Measures Signature İMB and RR 2006, 2007 Revised 21June07
    Template updated 2/8/08

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Impact of COPD on the Healthcare system

The National Center for Health Statistics reports COPD to be the 4th leading cause of death in the Unites States, causing 124,000 deaths per year.  Over 24 million Americans have COPD, and women are more likely than men to die from COPD.   The major risk factor for developing and dying from COPD is tobacco smoking.  COPD is responsible for over 1 million hospital admissions and $37 billion dollars in healthcare costs each year.  Due to the large numbers of Americans with COPD and the heath care costs associated with the treatment of COPD, this chronic lung disease is a focus of many quality improvement initiatives and pay for performance programs.


 

E & M Documentation Template

The COPD evaluation MedicalTemplate contains prompters and space for all the required elements for a E&M encounter such as a new patient evaluation, consult, or follow up note.

When completed, and in conjunction with a supporting level of medical decision making, this MedicalTemplate meets or exceeds the documentation requirements in the 1995 and 1997 Medicare Guidelines for E&M services for the highest level of service.

  • History  Click here to learn about History Documentation

    • Chief complaint
    • History of present illness
    • Past medical and surgical history
    • Social history
      • Risk factors for disease (occupational exposures, smoking, and others)
    • Family history
    • Review of systems
      • Yes/No checkboxes for clear and complete documentation

  • Examination  Click here to learn about Physical Exam Documentation

    • When completed, represents a comprehensive (highest) level physical exam as defined in 1997 Guidelines.
    • General Multisystem Exam
    • Checkboxes for pertinent negatives and common positive findings

  • Medical Decision Making  Click here to learn about MDM Documentation

    • Full page for adequate space with complex patients
    • Easy Documentation with checkboxes 
      • Review of labs, tests, imaging, old records
      • Coordination of care
      • Common diagnostic and therapeutic options
    • Assessment and plan 


Medical Documentation References and Resources

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Digital Health Record

The COPD follow up evaluation MedicalTemplate functions like all other PDF files, but they have editable text fields and working checkboxes.  This allows information to be typed in or pasted from other applications to fill out the template.

Filled MedicalTemplates can be printed and saved to a computer, USB drive, CD, DVD, or other storage device to create a digital health record for your patients.

To learn more about how MedicalTemplates can be used as a digital health record, click here.

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Digital Signature Enabled

MedicalTemplates can be signed with a digital signature, instead of a handwritten signature, if the use of a digital signature is acceptable at your practice location.   Adobe PDF digital signatures require the creation of a digital ID that is used to sign the PDF.  

To learn more about Adobe PDF digital signatures, click here.

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Pay for Performance

The COPD patient encounter template was designed to include Clinical Performance Measures for COPD developed by the Physician Consortium for Performance Improvement.


The Clinical Performance Measures for COPD can be downloaded from
here.


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MedicalTemplates are in the Adobe PDF format, which requires the free Adobe Reader.  With Adobe Reader, these templates can be printed as many times as needed on paper meeting your specifications or the specifications of any clinic, hospital, or other health care facility.